Articles of Interest

Estate Planning: An Easy Resolution to Keep

You’ve joined the gym and bought the perfect workout clothes. You’ve dusted off your library card. Bring on 2019. In ...
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When Estate Planning, Don’t Forget Your Furry Family Members

by Larissa Stein From the first moment you brought your pet home, your pet has relied on you for nearly ...
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THE PERILS OF GENEROSITY: PART II

by Larissa Bixler Stein As discussed in Part I of this article, gifts can cause significant problems for persons who ...
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THE PERILS OF GENEROSITY: PART I

by Larissa Bixler Stein “Dad supported my brother when he was out of a job for awhile.” “Mom gave her ...
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Caregiving & The Holidays – A Survival Guide

by Jennifer T. Szakaly, MA, CMC We are grateful that Jennifer Szakaly agreed to be a guest blogger for us this ...
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Don’t Forget to Update Your Plan!

By Larissa Stein This is National Estate Planning Awareness Week, so it is an especially good time raise awareness for ...
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The Bigger Picture: Estate Planning beyond the Will

by Larissa Bixler Stein Sometimes we encounter frustrated would-be heirs who are convinced the Executor of a loved one’s estate ...
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Powers of Attorney: Commonly Overlooked but Critical

by Larissa Bixler Stein When many people think of estate planning, a Last Will and Testament is the primary document ...
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What Would Happen to My Child If Something Happened to Me?

by Larissa Bixler Stein If you have a minor child, this question is likely in the back of your mind ...
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